Jay Drops TPWA"s 2023 Outlook: Stability Ahead on OpenExchangeTV

Jay walks though the 2023 Outlook - Stability Ahead tracing its evolution from the prior Monthly, Extrapolation & Beyond to the Two Sided Markets Musing and on to the outlook piece. He highlights the high nominal growth world, the pricing in of Fed risk, the news less bad probability in EU energy and China’s Zero Covid outlooks before wrapping it up with the markets. Here the focus is on the USD rollover, the non US equity opportunity set and the secular bull market in broad commodities. Sit back & enjoy.

https://www.openexchange.tv/friday-musings/friday-musings-stability-ahead